Equity Research Associate, Software

Citi; New York (NY); On-site; USD 110,000 - 125,000; Full time

Benefits offered by this job

Hybrid working model

Career development

Wellbeing programs

Competitive retirement contributions

Job summary

The Citi Research Associate is a developing professional role within Citi's Research team in New York. You will analyze data, support broker votes, and coordinate meetings, with close collaboration across the product management and equity research teams.

You will apply analytical thinking, attention to detail, and professional judgment to deliver timely insights while navigating tight deadlines and regulatory considerations. Hybrid work options are available.

Qualifications

• MBA and/or CFA preferred.
• Existing knowledge of Research or external Investment research division essential.
• History of working within tight deadlines and prioritization.
• Microsoft Excel and Word.
• Ability to interact and manage at all levels, ability to manage large amounts of data, internal Citi systems would be an advantage but not essential.
• Accuracy and attention to detail.
• Secure and maintain applicable licenses.

Responsibilities

• Reviews and processes broker votes to be shared and consumed.
• Organizes the product management team including creation of presentations, marketing schedules, coordination of the marketing diary, product planning meetings, diary management etc.
• Publishes focus list notes, updating and displaying the new focus list posters etc.
• Contributes to market data and subscriptions management for Equity Research.
• Responsible for collation, co-ordination and organization of Road Ahead conference, stock steering meetings.
• Assists with year-end scorecard preparation, result analysis, goals and training.
• Provides management information including variance analysis, month-end reporting etc.
• Conducts expense management including travel and entertainment pre-approvals, client interaction spend pre-approval e.g. GLG, non-network individuals etc.
• Manages and prepares Committee quality reviews.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Skills

Analytical thinking

Attention to detail

Prioritization under deadlines

Communication

Education

Bachelor's degree

MBA or CFA preferred

Tools

Microsoft Excel

Microsoft Word

Job description

The Research Associate is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the sub function/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.

Responsibilities:

• Reviews and processes broker votes to be shared and consumed
• Organizes the product management team including creation of presentations, marketing schedules, coordination of the marketing diary, product planning meetings, diary management etc.
• Publishes focus list notes, updating and displaying the new focus list posters etc.
• Contributes to market data and subscriptions management for Equity Research
• Responsible for collation, co-ordination and organization of Road Ahead conference, stock steering meetings
• Assists with year-end scorecard preparation, result analysis, goals and training
• Provides management information including variance analysis, month-end reporting etc.
• Conducts expense management including travel and entertainment pre-approvals, client interaction spend pre-approval e.g. GLG, non-network individuals etc.
• Manages and prepares Committee quality reviews
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• MBA and/or CFA preferred
• Existing knowledge of Research or external Investment research division essential
• History of working within tight deadlines and prioritization
• Microsoft systems especially Excel and Word
• Ability to interact and manage at all levels ability to manage large amounts of data ability to use internal Citi systems would be an advantage but is not essential.
• Accuracy and attention to detail
• Secure and maintain applicable licenses

Education:

• Bachelor's/University degree or equivalent experience

What We Offer:

• Opportunities to grow your career locally and collaborate with colleagues across Citi's global network.
• A hybrid working model that balances in-office collaboration with remote flexibility.
• Investment in your professional development through training programs, mentorship, and skill-building opportunities.
• Employee wellbeing support including medical coverage, mental health resources, parental leave, and family support programs.
• Competitive retirement contributions and investment options to support your long-term financial goals.

Job Family Group: Research

Job Family: Research Analysis

Time Type: Full time

Primary Location: New York New York United States

Primary Location Full Time Salary Range: $110,000.00 - $125,000.00

In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

Anticipated Posting Close Date: Aug 12, 2026

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi. Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details. Illinois residents -- AI Notice and Right

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.